Black Oak Emerging Technology Fund (BOGSX) Research

Typically, this fund allocates a significant portion—at least 80%—of its total capital to equity holdings in technologically innovative enterprises. The Adviser is responsible for defining what constitutes an "emerging" technology company and predominantly targets common stock investments in firms identified as potential future market leaders within this dynamic sector.

Market snapshot

Symbol
BOGSX
Price
$11.82
Day change
+3.14%
Market cap
$69.7M
52-week range
7.62-11.82
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron FinTech Fund (BFINX)
  • Chesapeake Growth Fund (CHCGX)
  • ProFunds Consumer Services Ultra Sector Fund (CYPSX)
  • Fort Pitt Capital Total Return Fund (FPCGX)
  • Rational Dynamic Brands Fund (HSUTX)
  • Victory Integrity Discovery Fund (MMEYX)
  • Plumb Balanced Fund (PLBBX)
  • RiverNorth Capital and Income Fund, Inc. (RSF)

Open Black Oak Emerging Technology Fund (BOGSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.